Welcome to Fyvie Financial!
Let’s grow together.
Whether that means expanding your business or perfecting your savings plan, our team at Fyvie Financial ensures you and your family’s financial needs come first.
There’s an old saying that goes, “It takes money to make money”
…. BUT….
we believe that the actual first step to making money is getting to know you, identifying your problem areas and creating a strategy that builds up you and your family’s security and satisfaction through stabilized income.
Kath Derisson, our Founder, Financial Planner and Chief Compliance Officer, works with her trained team to explore each client’s specific financial requirements to ensure that your finances are no longer a stressful thought or conversation.
While we are based in Omaha, Nebraska in the U.S., we work with clients globally. We provide fee-only services created to resolve your financial worries with no asset minimums, commissions or kickbacks. It’s our mission to learn what you need the most assistance with, and make the transition to a balanced financial life as easy as possible.
We do this by offering the following services:
● Financial Planning
We guide you through developing and securing your finances with a plan tailored to your needs. We offer business planning, cash flow and debt management, tax planning strategies and more to refine your money mindset and relationship with money.
● Cross-Border Financial Planning
If you are new to the United States, plan to move soon, or just previously lived overseas, cross-border planning is essential to protecting, and scaling, your assets and investments. A few of our services include credit score analysis, state retirement benefits and PFIC (passive foreign investment company) considerations.
● Investment Management
We know that health is the true wealth, and your financial health is achieved with active and engaged management of your assets. We assess your financial goals with tax-efficiency and diversification of assets when we create your individualized client portfolio.
● Business Strategy and Function
Allow us to create a business strategy for your start-up personal and/or small business, and assist you with your small business or self employed tax returns. If you’re a new business, or need help getting started, our business strategy includes using the methods outlined in profit first, as well as mindset, credit functionality and sourcing of services. We also work alongside other individual CPAs at your discretion to help achieve your financial goals.
These projects are offered in a variety of forms to suit your budget, such as paying an hourly fee, paying as you go, or selecting a package of hours. The fees for these services are separate to the financial planning side.
Fyvie Financial is proud to service ALL clients, regardless of background, ethnicity or status. We are excited to partner and grow with you on your financial journey.
As we explore and define your financial goals, we’re able to curate tailored plans and policies that work best for you and your family.
Ready to grow?
Let’s get to know each other.
Visit our About page to learn more about our team, qualifications and financial planning services or schedule your complimentary discovery call here.